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Experience

I enjoy working with high-net-worth individuals and families to develop and maintain a holistic financial plan. Many of my clients are business owners, executives, and retirees who have spent most of their lives building their wealth, and I consider it a privilege to help them secure it and plan for the future. I specialize in portfolio construction, strategic planning, tax optimization, and estate planning, as well as developing comprehensive intergenerational wealth management strategies.

My clients appreciate that I develop a relationship with them to understand their family dynamics. When I understand their personal needs, it makes it easier to shape a plan for them. It’s in my nature to help and solve problems. If there’s a concern with the family balance sheet or an investment portfolio, I’m always happy to get involved or act as a sounding board for any ideas or questions that clients have.

I received a B.A. in economics from the University of Michigan.

I spend most of my free time with my wife and two young kids. We like to be outdoors and travel whenever possible. I also enjoy running, stand-up paddle boarding, and snowboarding.

Specializes In

I hiked the Inca Trail to Machu Picchu with my pregnant wife. We didn't plan to go with the extra traveler, but it worked out well in the end. And we have a great story to tell our daughter.

Additional Thoughts

How do markets typically perform in a midterm election year?
Jim Baird Wealth Management
Blog October 18, 2018 1 min read
What does the U.S. employment situation mean for the economy?
Jim Baird Wealth Management
Blog October 18, 2018 1 min read
Hurricane Florence weighs on September Retail Sales gain
Jim Baird Wealth Management
Blog October 15, 2018 1 min read
Consumer sentiment slips moderately in October
Jim Baird Wealth Management
Blog October 12, 2018 1 min read